See and browse your subscriptions (the Subscriptions page)
You reach the Subscriptions page through Invoices: open Invoices in the main navigation, then click Subscriptions in the submenu that appears beneath it - there is no standalone Subscriptions item in the main nav, and the whole Invoices section (so Subscriptions too) only shows if you have the Invoicing add-on and invoice access.
The page lists your recurring billing agreements - each one automatically generates an invoice for a customer and property on a set interval. Each row shows the External ID (the #S number), Status, Amount (the recurring total per invoice), Customer, Property, Type (automatic charges a saved card, manual emails the customer to pay), Next Invoice date, Created By, and Created.
Use the status tabs across the top - All, Draft, Active, Paused, Canceled, Complete - to filter, and the Filter by ID, customer, or property box to search. Click a row to open that subscription, and New Subscription (top right) starts a new one.
You can also ask Essential to find a subscription, see what's billing next, or list your active or paused ones across the business.
Where to find it: Open Invoices in the main navigation, then the Subscriptions item that appears beneath it (needs the Invoicing add-on and invoice access); New Subscription is top right
Related guides
Last updated
Was this helpful?